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Create integrations between IRIS KashFlow and Funil de Vendas to automate any workflow

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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect IRIS KashFlow and Funil de Vendas to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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An illustration representing how to automate lead management with Zapier.

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Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Invoice number/Customer ReferenceRequired

    Trigger
    Scheduled
    Try It
    • How should existing Customer in KashFlow be matched ?Required

    • Code

    • NameRequired

    • Would you like to update a customer when found

    • Source

    • Trade Border Type

    • VAT Number

    • Notes

    • Show discount amount on invoice

    • Discount Percentage

    • Automatically add a line showing this VAT number to new Invoices

    • Default Currency

    • Default Purchase Order

    • Title

    • First Name

    • Last Name

    • Full Name

    • Telephone

    • Mobile

    • Fax

    • Email

    • Website

    • Is Primary Contact

    • Receive invoices

    • Address Line 1

    • Address Line 2

    • Address Line 3

    • Address Line 4

    • Post Code

    • Country

    • Use a separate address for delivery

    • Name for Delivery Address

    • Address Line 1

    • AddressLine2

    • Address Line 3

    • Address Line 4

    • Post Code

    • Country

    • Payment Type

    • Days

    • Default PDF Theme ID

    • Apply CIS Withholding Tax

    • CIS Withholding Tax Rate

    • CIS Withholding Tax Reference Name

    • CIS Withholding Tax Reference Value

    • Default Email Template

    • Default Sales Code

    Action
    Write
    • How should existing Customer in KashFlow be matched ?Required

    • Name

    • Code

    • Email

    Action
    Search
    • Opportunity titleRequired

    • Opportunity value

    • Vendor codeRequired

    • Methodology codeRequired

    • Step code

    • Sales Channel codeRequired

    • Enterprise nameRequired

    • Enterprise document (CNPJ)

    • Enterprise state registration (I.E.)

    • Enterprise segment

    • Enterprise street address

    • Contact nameRequired

    • Contact e-mail

    • Contact phone

    • Contact additional phone

    • Contact office

    • Contact document (CPF)

    • Contact additional e-mails

    • Name

    • Value

    • Annotation

    Action
    Write
iris-kashflow logo
iris-kashflow logo

About IRIS KashFlow

IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.
Learn more

Related categories

  • Accounting
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